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Pinnacle West Asset Management’s United Parcel Service UPS Stock Holding History

Pinnacle West Asset Management’s Portfolio UPS Stock Details UPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$928K Hold
8,635
– – 0.64% 43
2026
Q1 		$850K Buy
8,635
+25
+0.3% +$2.68K 0.58% 48
2025
Q4 		$854K Sell
8,610
-50
-0.6% -$4.68K 0.55% 52
2025
Q3 		$723K Buy
8,660
+1,570
+22% +$142K 0.47% 59
2025
Q2 		$716K Sell
7,090
-50
-0.7% -$4.92K 0.5% 57
2025
Q1 		$785K Buy
7,140
+90
+1% +$10.8K 0.57% 53
2024
Q4 		$889K Buy
7,050
+690
+11% +$90.8K 0.64% 44
2024
Q3 		$867K Buy
6,360
+710
+13% +$93.2K 0.62% 48
2024
Q2 		$773K Buy
5,650
+210
+4% +$30.1K 0.6% 52
2024
Q1 		$809K Buy
5,440
+245
+5% +$37.2K 0.64% 50
2023
Q4 		$817K Buy
5,195
+280
+6% +$42.3K 0.7% 49
2023
Q3 		$766K Buy
4,915
+340
+7% +$58.7K 0.75% 46
2023
Q2 		$820K Sell
4,575
-40
-0.9% -$7.1K 0.8% 46
2023
Q1 		$895K Buy
+4,615
New +$847K 0.93% 40

Other funds holding UPS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle West Asset Management's UPS Position: Q2 2026 in Review

Pinnacle West Asset Management held its United Parcel Service (UPS) position steady in Q2 2026 at 8,635 shares worth $928K. The position accounts for 0.64% of the portfolio, ranked #43.

Pinnacle West Asset Management first reported a position in UPS in Q1 2023 and has held it in 14 quarters since. 2,141 funds tracked by Wall St. Rank hold UPS as of Q2 2026.

  • Pinnacle West Asset Management held 8,635 shares of United Parcel Service worth $928K as of Q2 2026.
  • Pinnacle West Asset Management left its United Parcel Service share count unchanged in Q2 2026.
  • United Parcel Service made up 0.64% of Pinnacle West Asset Management's portfolio in Q2 2026, its #43 holding.
  • Pinnacle West Asset Management first reported a position in United Parcel Service in Q1 2023 and has held it in 14 quarters since.
  • 2,141 funds tracked by Wall St. Rank held United Parcel Service as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.